Downgrade Sparks Debate: Recent discussions on social media about Qualcomm have centered on a downgrade by a major financial institution, lowering its rating to neutral with a reduced price target. Many users expressed concern over potential headwinds in the smartphone sector, which remains a significant revenue driver. The sentiment reflects uncertainty about future growth prospects.
Apple Concerns Surface: Another focal point online is Qualcomm’s relationship with Apple, with some highlighting fears of reduced demand as Apple shifts toward in-house modem production. This has fueled discussions about the impact on Qualcomm’s long-term earnings. The tone of these conversations leans toward caution as users weigh the risks.
AI and PC Growth Hopes: On a brighter note, there’s buzz around Qualcomm’s push into AI chips and PC technology, with some seeing it as a potential catalyst for growth. While not as dominant as other topics, a few voices remain optimistic about diversification efforts. This adds a sliver of hope amid broader concerns.
Note: This discussion summary was generated from an AI condensation of post data.
Qualcomm Insider Trading Activity
Qualcomm insiders have traded $QCOM stock on the open market 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 have been sales.
Here’s a breakdown of recent trading of $QCOM stock by insiders over the last 6 months:
- CRISTIANO R AMON (President & CEO) has made 0 purchases and 3 sales selling 150,000 shares for an estimated $24,833,982.
- AKASH J. PALKHIWALA (EVP, CFO & COO) has made 0 purchases and 29 sales selling 34,205 shares for an estimated $5,743,618.
- ALEXANDER H ROGERS (EVP, Pres QTL & Global Affairs) has made 0 purchases and 3 sales selling 15,917 shares for an estimated $2,833,330.
- ANN C CHAPLIN (EVP, GenCounsel&CorpSecretary) has made 0 purchases and 3 sales selling 7,180 shares for an estimated $1,278,237.
- HEATHER S ACE (Chief Human Resources Officer) has made 0 purchases and 2 sales selling 3,200 shares for an estimated $510,832.
- PATRICIA Y GRECH (SVP & CAO) has made 0 purchases and 6 sales selling 1,629 shares for an estimated $267,780.
- NEIL MARTIN (SVP, Finance and CAO) sold 791 shares for an estimated $122,462
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Qualcomm Revenue
Qualcomm had revenues of $11.3B in Q4 2025. This is an increase of 10.03% from the same period in the prior year.
You can track QCOM financials on Quiver Quantitative's QCOM stock page.
Qualcomm Congressional Stock Trading
Members of Congress have traded $QCOM stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $QCOM stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS purchased up to $50,000 on 09/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Qualcomm Hedge Fund Activity
We have seen 1,219 institutional investors add shares of Qualcomm stock to their portfolio, and 1,252 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 58,767,644 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $9,776,585,255
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 8,068,497 shares (+65.6%) to their portfolio in Q3 2025, for an estimated $1,342,275,160
- WELLINGTON MANAGEMENT GROUP LLP added 7,292,783 shares (+141.8%) to their portfolio in Q3 2025, for an estimated $1,213,227,379
- VIKING GLOBAL INVESTORS LP removed 3,152,866 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $524,510,787
- BLACKROCK, INC. removed 2,193,364 shares (-2.2%) from their portfolio in Q3 2025, for an estimated $364,888,035
- DIMENSIONAL FUND ADVISORS LP added 1,764,252 shares (+36.8%) to their portfolio in Q3 2025, for an estimated $293,500,962
- VAN ECK ASSOCIATES CORP added 1,397,466 shares (+18.3%) to their portfolio in Q3 2025, for an estimated $232,482,443
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Qualcomm Analyst Ratings
Wall Street analysts have issued reports on $QCOM in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 11/06/2025
- Rosenblatt issued a "Buy" rating on 11/06/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
- Piper Sandler issued a "Overweight" rating on 07/31/2025
- JP Morgan issued a "Overweight" rating on 07/28/2025
To track analyst ratings and price targets for Qualcomm, check out Quiver Quantitative's $QCOM forecast page.
Qualcomm Price Targets
Multiple analysts have issued price targets for $QCOM recently. We have seen 9 analysts offer price targets for $QCOM in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $175.0 on 01/09/2026
- Tal Liani from B of A Securities set a target price of $215.0 on 11/06/2025
- Kevin Cassidy from Rosenblatt set a target price of $225.0 on 11/06/2025
- Timothy Arcuri from UBS set a target price of $185.0 on 11/06/2025
- Aaron Rakers from Wells Fargo set a target price of $165.0 on 11/06/2025
- Harsh Kumar from Piper Sandler set a target price of $200.0 on 11/06/2025
- Samik Chatterjee from JP Morgan set a target price of $210.0 on 11/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
